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Hartford Moderate Allocation A (HBAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.62+0.07 (+0.56%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.26%
5-year average return5.49%
Number of years up14
Number of years down5
Best 1-yr total return (1 Jul 2024)27.58%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return27.58%
Worst 3-yr total return0.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHBAAXCategory
YTD5.73%9.69%
1-month3.43%0.91%
3-month2.83%5.21%
1-year14.79%27.06%
3-year1.37%11.00%
5-year6.20%10.26%
10-year4.54%8.34%
Last bull market17.20%15.58%
Last bear market-11.65%-12.16%

Annual total return (%) history

Year
HBAAXCategory
2024
N/AN/A
2023
12.56%N/A
2022
-14.97%N/A
2021
9.57%N/A
2020
11.06%11.72%
2019
18.23%19.23%
2018
-5.91%-5.76%
2017
14.63%13.21%
2016
4.63%7.34%
2015
-2.64%-1.93%
2014
0.44%6.21%
2013
9.69%16.48%
2012
12.09%11.72%
2011
-1.32%-0.11%
2010
12.60%11.83%
2009
27.58%24.13%
2008
-29.53%-28.00%
2007
8.73%5.99%
2006
10.60%11.29%
2005
6.31%5.13%
2004
N/A8.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.30%1.70%N/AN/A
20234.24%2.53%-3.53%9.16%
2022-4.89%-11.65%-5.09%6.61%
20212.83%4.20%-1.10%3.41%
2020-15.55%13.53%5.17%10.13%
20199.02%3.17%-0.09%5.20%
2018-0.08%0.50%2.31%-8.41%
20174.07%3.04%3.12%3.66%
2016-0.56%1.51%3.44%0.21%
20152.29%-0.08%-6.32%1.68%
20140.93%3.58%-2.90%-1.06%
20133.02%-2.03%4.32%4.19%
20128.73%-3.54%4.36%2.42%
20113.99%0.15%-10.85%6.29%
20103.77%-6.53%8.68%6.82%
2009-4.48%14.23%12.50%3.94%
2008-6.26%-0.00%-10.46%-16.04%
20071.88%4.04%2.72%-0.14%
20063.89%-1.53%2.45%5.53%
2005-2.33%2.61%3.53%2.47%
20040.25%7.14%N/AN/A

Rank in category (by total return)

YTD32
1-month32
3-month26
1-year53
3-year75
5-year82

Load adjusted returns

1-year8.47%
3-year-0.52%
5-year5.00%
10-year3.95%